• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q)

Formerly Kotak Equity Savings Reg Qt DR

Kotak Mutual Fund

Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q)

HybridEquity Savings

13.1708

NAV (Sep 17)

8.4%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in equity savings mutual funds.

However, Scripbox does not recommend investing in equity savings mutual funds.

Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.

These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

8 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

1,668 Cr. Large within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

13.1708

NAV (Sep 17)

Fund Returns

Last 1Y

16.2%

Last 3Y

8.1%

Last 5Y

8.4%

Last 10Y

NA

Since Inception

8.4%

6 Month CAGR

6.9%

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Scheme Information

Investment Objective

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market,and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Expense Ratio

2.16

Launched (8y ago)

Oct 13, 2014

AUM in Crores

1667.944

ISIN

INF174K01D10

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
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Abhishek Bisen

Fund Manager

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Devender Singhal

Fund Manager

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Hiten Shah

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 291,674 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Kotak Gold Fund (G)
    Kotak Gold Fund (G)

    13.9%

    6.5%

    5.5%

    7.4%

    19%

    %

    13.9%

    6.5%

    13.9%

    6.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q) Review

    Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.4% over a period of 7 years. The fund was previously known as Kotak Equity Savings Reg Qt DR. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Devender Singhal, Hiten Shah.

    Nav of Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q) as of 17/09/2021 is ₹13.17 with the total AUM as of 25/01/2022 is ₹1667.944. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q) was launched on Oct 13, 2014. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q)?

    How to invest in Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q)?

    What is the minimum sip amount of Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q)?

    Is Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q) good to invest in?

    What is the expense ratio of the Kotak Equity Savings Fund of Income Distribution cum Cap Wdrl (RIDCW-Q)?